Jay Qian

TradingKey - The memory chip market in Q1 2026 is undergoing a once-in-thirty-year super cycle. DRAM contract prices have surged by over 90% QoQ, while NAND prices have risen by more than 50%. For the first time, Microsoft and Google have signed three-year long-term agreements with memory manufactur

TradingKey - On April 9, according to industry sources, SK Hynix's 1c DRAM yield has reached 80%. The company plans to transition more than half of its capacity to the new process within the year, targeting a monthly output of 190,000 wafers by year-end, while tripling its investment in EUV equipmen

TradingKey - During the US overnight trading session on April 8, an ETF listed for less than a week surged. The Roundhill Memory ETF (DRAM) rose over 18% at one point overnight. Its holdings, including Micron Technology (MU), SanDisk (SNDK), and Western Digital (WDC), rose by 8%, 7%, and 8% respecti

TradingKey - April 7, 2026: Two AI chip stocks showed diverging performances. Broadcom announced a five-year contract with Google and secured a major computing power order from AI star Anthropic. Its share price surged 6.21% for the day, with trading volume exceeding $10.7 billion. NVIDIA, however

TradingKey - April 7, 2026, Anthropic released two major updates: **Stellar Performance:** Annualized revenue surpassed $30 billion, exceeding OpenAI’s $25 billion, making it the world's highest-earning AI unicorn. **Computing Power Secured:** Reached new agreements with Broadcom and Google to sec

TradingKey - Broadcom (AVGO) announced on Monday that it has signed a long-term agreement with Google (GOOGL) extending through 2031 to design and supply next-generation TPU chips and networking components. Simultaneously, the tripartite cooperation has expanded: starting in 2027, AI firm Anthropic

TradingKey - On April 2, 2026, Microsoft President Brad Smith announced in Tokyo that the company will invest $10 billion (approximately 1.6 trillion yen) in Japan over the next four years (2026–2029). The investment will be used to expand artificial intelligence data centers and to collaborate with SoftBank and Sakura Internet in building Japan’s domestic AI computing infrastructure. This marks Microsoft's largest single-country overseas investment in the global AI race, signaling that data sovereignty is becoming a core competitive barrier for cloud service providers.

TradingKey - April 3, 2026 — News shook global capital markets as media reports, citing people familiar with the matter, indicated that SpaceX has raised its IPO target valuation to over $2 trillion. If realized, the rocket company would surpass Meta and Tesla to become the world's sixth-largest pub

TradingKey - On April 2, 2026, IBM and Arm announced a strategic partnership. The two parties will develop "dual-architecture hardware" to help enterprises run AI and data-intensive workloads with greater flexibility, reliability, and security.

TradingKey - During after-hours trading on April 1, 2026, shares of satellite communications company Globalstar (GSAT) surged 24%, with its market capitalization briefly approaching $9 billion. The rally was triggered by an exclusive report from the Financial Times stating that e-commerce giant Amaz

TradingKey - On April 1, 2026, the AI industry witnessed a dramatic contrast: OpenAI completed the largest financing round in Silicon Valley history amid surging capital enthusiasm, while the memory spot market suffered a “cliff-like” plunge, sending a chill through the sector. These seemingly contr

TradingKey - On the evening of March 29, 2026, a power and desalination facility in Kuwait was directly hit by Iranian missiles, resulting in casualties. Kuwaiti authorities have explicitly characterized the incident as an "attack" rather than an accidental strike. Simultaneously, the Kuwaiti milita